A fundraising CRM that lives next to your cap table. Track rounds, manage an investor pipeline, send updates, and convert commitments to SAFEs in one click — with data-room engagement analytics baked in.
A round tracker with target vs raised and soft-circled commitments. An investor pipeline grouped by stage, with commitment status and one-click convert-to-SAFE onto the cap table.
A funnel summary by stage with dollar values and a probability-weighted forecast. See your entire raise at a glance — what's committed, what's soft, and what's likely to close.
Every call, email, meeting, note, share, stage-change, and update is captured. The last action shows under each investor with a full timeline and a quick logger.
Compose investor updates, pick recipients, and record them to the ledger as permanent history. Send via your mail client with BCC, with open-tracking plumbing.
Aggregated data-room engagement across all investors. See who's actually reading your materials — documents opened, time spent, and visit frequency.
Post-money SAFE round modeling with option-pool math, price-per-share, and a full exit/liquidation waterfall — participating or non-participating, with caps.
Your pipeline, your updates, and your cap table — finally on the same ledger.
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